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THE FORTUNE SOCIETY AD&D PLAN 401k Plan overview

Plan NameTHE FORTUNE SOCIETY AD&D PLAN
Plan identification number 505

THE FORTUNE SOCIETY AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

THE FORTUNE SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:THE FORTUNE SOCIETY
Employer identification number (EIN):132645436
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FORTUNE SOCIETY AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052019-08-01ROBIN ROBIN2021-02-23
5052018-08-01ROBIN ROBIN2020-04-21
5052017-08-01ROBIN ROBIN2019-05-13

Plan Statistics for THE FORTUNE SOCIETY AD&D PLAN

401k plan membership statisitcs for THE FORTUNE SOCIETY AD&D PLAN

Measure Date Value
2019: THE FORTUNE SOCIETY AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01286
Total number of active participants reported on line 7a of the Form 55002019-08-010
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-010
Number of employers contributing to the scheme2019-08-010
2018: THE FORTUNE SOCIETY AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01286
Total number of active participants reported on line 7a of the Form 55002018-08-01286
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01286
Number of employers contributing to the scheme2018-08-010
2017: THE FORTUNE SOCIETY AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01287
Total number of active participants reported on line 7a of the Form 55002017-08-01286
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-01286
Number of employers contributing to the scheme2017-08-010

Form 5500 Responses for THE FORTUNE SOCIETY AD&D PLAN

2019: THE FORTUNE SOCIETY AD&D PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01This submission is the final filingYes
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: THE FORTUNE SOCIETY AD&D PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: THE FORTUNE SOCIETY AD&D PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01First time form 5500 has been submittedYes
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberYOK960471
Policy instance 1
Insurance contract or identification numberYOK960471
Number of Individuals Covered0
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $427
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $427
Amount paid for insurance broker fees0
Insurance broker organization code?3
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberYOK960471
Policy instance 1
Insurance contract or identification numberYOK960471
Number of Individuals Covered286
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $823
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $823
Amount paid for insurance broker fees0
Insurance broker organization code?3
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberYOK960471
Policy instance 1
Insurance contract or identification numberYOK960471
Number of Individuals Covered286
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $715
Total amount of fees paid to insurance companyUSD $216
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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